Program Details Links and Residence Details Links

Applies To Version(s): 3, 3.5 & 3.7


 Staff Schedule

Calendar displaying a logged-in user’s shift schedule. Access through My Schedule link on the QuickStart menu. Note: Only administrators may add/edit/delete events on these calendars by going to the Staff Master Schedule, found in All Site Content, Lists section. 

 Key Registry

List that stores information about signed-out keys associated with a program or residence. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

 Asset Management

List that stores agency, facility, or client assets, depending on the Details page it is associated with. For example, the Asset Management list on the Individual Details page tracks an Individual’s possessions. This list tracks asset type, purchase date and price, warranty, and more. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

 Money

List that tracks petty cash expenses for a program or residence; the Money list on the Individual’s Details pages tracks an Individual's income. Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

 Emergency Response Drill

List that tracks response drills and their outcomes. Found on the both the Programs Details links and the Residence Details links navigation bars.

 Accessibility Checklist

A checklist to ensure a facility meets accessibility requirements. Found on the Programs Details links and the Residence Details links navigation bars.

 Safety Inspection Checklist

List to track safety inspections of programs and residences.

 Critical Incidents/Serious Occurrences

List that stores all critical incidents/serious occurrences recorded for an Individual.  Found on the Programs Details links, the Residence Details links, and Individual Details links navigation bars.

 Medical Incidents

List that stores a supported Individual’s medical incidents record. Found under the Individual Details links.


 Programs List

A view of all programs entered in the Programs and Residences list. Found in the Program Details links.

 Program Schedule

Calendar displaying events specific to a program. Found in the Program Details links. See the Program Schedule Web part on the Program/Residence Details pages.  

 Program Documents

Document library that stores documents pertaining to a specific program. Found in the Program Details links.

 Attendance

List that tracks a program’s attendees and their participation. Found on Program Details links navigation bar.

 Participation Dates

List that provides a summary of an Individual's participation in programs they're enrolled in, their wait list status, referral dates, start dates, exit date, etc. Participation Dates is accessed from the Programs Details page and from the Individual Details page.


 Residence List

A view of all residences entered in the Programs and Residences list. Found in the Residence Details links.

 Residence Schedule

Calendar displaying events specific to a residence. Found in the Residence Details links. See the Residence Schedule Web part on the Program/Residence Details pages.   

 Residence Documents

Document library that stores documents pertaining to a specific residence. Found in the Residence Details links.

 Residential Care Plan

List to track residential care information for Individuals. Found in either the Individual Details links or in the Residence Details links or both.